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. that includes 7 cents a share of negative impact about a because of superstorm sandy, because of those recovery efforts. what was the estimate, joe? >> i mean, the number that they're -- that we're seeing reported by reuters are -- i don't know whether that's yearly or what, but they're taughting fourth quarter of 1.48. >> fourth quarter, 38 cents. >> i saw that, but -- >> even with the seven cents back in, the estimate was 50 cents. >> this must have a lot on other stuff in it. the one that is sitting on the wire. we're getting some news from the company itself. but yeah, there is a -- does that include did they sell something or have a big gain? they might have. what did you -- >> 38 is what they say, plus the 7 cents. >> that is still below. >> below what the street would have been looking for and -- >> i doubt if they're going miss by -- you know, as stable a company as verizon is -- >> although the company is saying they were positioning themselves for growth in 2013. the story is the verizon sees opportunities in the fourth quarter to improve profits for 2013 means they probably threw a l
that a beat, wouldn't you, despite some losses from superstorm sandy. shares fresh 52-week high. up more than $2 at 78.49. do we like travelers at this price? >> we do. if you like this price, you could potentially sell some puts, that allows you to collected premium and come in lower. the ceo has done a great job. you look at this low interest rate environment, he's honing the prices. that's why they'll do better in the future. >> on to verizon, fourth quarter loss, missed expectations, seeing strong subscriber growth, but impact from super storm sandy and pension costs hurting that phone carrier. herb greenberg was on the earnings call this morning and pointed out that as we get more and more platforms in the mix there will be competition, subsidy reduction as there was in the basic phone history in the ecosystem. that sounds not so hot there, jeff. what do you think of verizon. >> verizon has spent a lot of their network, the fios network. so verizon, short-term you will havae agn opportunity to buy ha here. verizon are moving forward. they're diversified. it would be nice to see stated an
conversation about what this nation can do to avoid another horrible sandy hook? all i want, all i want is a civil conversation. there's a lot of very complex pieces here and they need the best minds to figure this out. i just want the squabbling to stop. this is worst than the fiscal squabbling and the debt ceiling. you know why? the stakes are higher. we're talking human lives. those little baby angels. let's try in their memory to figure something out if stead of hurling epithat's and talking about impeaching the president and imperial presidency and all this crap. tonight i hope we'll do that. we have the president of the naacp, we have nationally syndicated lars larson and congresswoman nan hayward. i'm not opposed to types this bill. cheap shots squabbling is wrong. this is a national tragedy. we need to do something about it. ben, may i begin with you. >> sure. >> what is your position on the president's view and do you believe that if he got what he wants, it would have stopped the awful heinous tragedy at sandy hook in newtown, connecticut which is right next door to where i li
by superstorm sandy. >> dupont 2013, a cautious year with the slow growth world economy. how worrisome are those comments from the economic bellwether. >> j & j exceeds estimates. the full year forecast a bit below the streets, as investors pay close attention to new ceo alex gorsky. >>> the dow component reporting fourth quarter numbers of 38 cents. that was well below estimates. verizon said the results were impacted by superstorm sandy. we're just getting details now, david, on activations on things like the iphone, 6.2 million, not too shabby. >> the problem was not necessarily activations, carl. the key is simply that margins came in even worse than had been anticipated. this, after the company already guided them down a bit at the consumer electronics show a couple of weeks back. and there, of course, you're talking about operating koose i higher than anticipated. investors may be a little concerned today when you take a look at that chart there. now, listen, to carl's point, they're adding a lot of customers. they're activating a lot of devices. we talk often about the subsidy for the app
is the largest timber company, it has it all, especially ahead of the hurricane sandy rebuild. we took profits. that said, if this stock goes down two or three points, we'll be right back in there buying it hand over fist. i'm itching to buy it ahead. but no one ever got hurt taking a profit. here's the bottom line. don't tell me this earnings season is a bust when it's only just begun. i actually like what i've been hearing. i'm actually on the calls unlike everybody else i hear criticizing. they're not doing this level of homework. going forward next week, buy some stocks j & j, 3m and especially honeywell. the rest, including apple, sit back and listen and then we'll make the decisions, informed decisions up before the quarters. jeff in nebraska. jeff? >> caller: jim, boo-yah. >> boo-yah, jeff. >> caller: thanks for taking my call. >> same. >> caller: appreciate the heads up on celgene, $83, i turned a profit. >> thank you, thank you! you're the first person who has admitted that the guy didn't come on the show and chase -- he gave the exact same presentation he gave here except that was 20
applications rising, hurricane sandy hitting the east coast and home building about to rise again. >> mm-hmm. >> caller: i own a stock for less than a year and made good money on it, but there's questions about their cash flow. i was wondering if it's a good player or should i sell? the stock is called head waters, hw. >> no, speculative and you hit it out of the park. it's time to -- >> sell, sell, sell! >> you did real well, let's move on. i've got to tell you, i think once the stock goes up like that and is exactly as you said about it, take the money and run. paul in minnesota. paul? >> caller: hey, jim, how's it going? >> all right. how about you? >> caller: i've got a question about facebook. what do you think about the earnings report next week? >> i don't know, the stock has had a big run. i do like facebook, i've liked it since the last conference call. i'm not backing away. it's certainly a lot more exciting than say, apple, it may not be as good as google, but it's fine. it's fine. i think it's going to be good. i wish it would go back under $30 where it was the other day, tha
tainiously, they is focused on it too. writing, 7% hit from sandy, big numbers. the stock is down 30 cents. so i renew my efforts. find my something, what is wrong with verizon. i don't see it. find me what is wrong. nothing. just the questions with the margins. it is kind of unoable. and then i'm over across the street. it was a much worse than expected quarter. verizon eps misses leads the vz tombstone. so it is natural that the gang come to me and asks me what i thought. i don't know. in earnings season fine doesn't cut it. the stock is either great or bad, a or sell sell sell and a shortfall is bad. all of this mind you is coming in a total vacuum. what is left after the cost is selling the goods, we don't know. yet the stock is trading heavily and all downhill. so i guess it is really bad. pretty much intimate that by the time the morning begins. the stock starts to trade higher. the cfo has told the people that i can't hear that the company is confident that the margins will improve. cell phones, as you know, if you bought one are heavily subsidized and bangs the margins down. after
go. stephanie comes back instantaneously, she is focused on it too. writing, 7% hit from sandy, big wireless numbers. the stock is down 30 cents. so i renew my efforts. find me something, what is wrong with verizon. i don't see it. find me what is wrong. nothing. just the questions of the margins. it is kind of unknowable. and then i'm over across the street. it was a much worse than expected quarter. >> verizon eps misses, reads the tombstone. so it's natural when the gang at squawk comes at me and ask what i thought of a rise in. i don't know. nothing wrong i can see. it is fine. and earnings season, fine doesn't cut it. the stock is either great or bad. it's either a buyer or a cell and a shortfall is bad. all of this, mind you, is coming in a total vacuum, and what verizon is going to say about the margins, what's left after the cost of selling the goods, we don't know. yet the stock is trading heavily and all down hill. so i guess it's a really bad. i pretty much intimate that by the time our morning show begins. i'm beaten down. and taken to the canvas defending this horizon.
according to lennar, and the sandy bailout will kick in by the end of the second quarter, home depot will fly. we're through two of the washington stumbling blocks, the election and the fiscal cliff. one more leg to go. debt ceiling. the last obstacle may be the least dangerous, judging by what happened last year with the overly dreaded debt downgrade and what's happening now. take your cue from the markets. here is the bottom line. washington fright fest is almost over, people. maybe time to break out the dr. strangelove handbook and learn how to stop worrying and love the irrelevant gridlock that will soon face, once the debt ceiling is raised, and politics cease to be the biggest factor in our investment thinking. kevin in washington, kevin. >> caller: booyah, mr. brilliant one. just a quick question. you know, with the higher cost of foods and energy, and the lower incomes we're all expecting, the average working person, do you think we can return to the dependence on our credit cards? if we are, is mastercard a good buy? >> i like mastercard, my charitable trust owns it, i like
's even more cowardly in the wake of sandy hook not to have a value debates. in president obama you have a man of unparalleled eloquence and he was a compelling personal story. why isn't he talking about this? >> he never mentioned it yesterday in the speech. >> an incredible thing. its not police who are supposed to be raising kids in gangs. by the way, adam lanza is a child of divorce. we never talk about the 50% divorce rate and the rage that leads to in children. i'm a child of divorce and i know what that feels like to be a yo-yo going back and forth on the weekends. >> look, besides family breakup, a lot of the kids do get to school. there's no faith in school anymore. i don't know if they know what the ten commandments are. >> they don't. >> or the difference between right and wrong. they're ten commandments, not ten suggestions. one is thou shalt not kill. if you learn that, i'm not saying faith will prevent any of these disasters. but i am saying it might. at the margins, it just might improve the whole -- >> i think what really has been devastating is this kind of eugenics soci
carefully after the bump up from hurricane sandy, it came right back down. that's a good sign that people are not getting fired. and second, an underrated index, the index of leading economic indicators. you saw the slump, that slump was around the middle the year as the whole economy was worrisome but look how well it's come back towards the back end the year. that i think is part of the scenario that we'll grow faster than we have. look at house, retail sales, look at manufacturing, look at other indicators, they've ended the past year pretty good and they are starting the new year pretty well, 2.5%, it ain't the greatest i rather have 5%. leapt us move on. big day for democratic senator diane feinstein. ban 150 types of hand guns and rifles. over time dry up the entire supply of weapons. while she's at it she forgot say that she's in complete violation of the second amendment. this is over the edge stuff with all due respect to miss feinstein. we'll be right back to cover it. . >>> welcome back to "the kudlow report." i'm larry kudlow. in this half hour you can say we didn't warn you.
1995 due to superstorm sandy. gorman did say on the call morgan stanley remains committed to it. simon, back to you. >> we should point out that% return is weak. pretty tepid. >> but better than what we have seen from the bank over theast couple of years, simon. >> thank you very much for that. one of the key take aways from the bank earning season now that most of the big guys have reported, neil wineburg is editor and chief, joining me here at the new york stock exchange. what did you say? >> it is a good news/bad news story. goldman sacks, morgan stanley did well. among the commercial banks, j.p. morgan did well but there is a lot of problems with mortgages and consumer related banking. that is obviously reflected in bank of america and city banks earnings which disappointed. >> do you think the bank stocks have done well? if we look at the laugh month, there's been a strong rotation, more aggressive rotation into the investment banks goldman sachs springs to mind. do you think that will continue in the first quarter should people swap out perhaps from the big consumer banks to seco
hurricane sandy. customers at its u.s. operations stocked up on consumer staples ahead of the storm. ahold runs giant carlisle super markets in the oouts which generate 60% of the group's sales. i have been a long time customer of stop and shop. i never knew it was owned by another company. >> is it general merchandise? >> yep. it's a big super market. so, yeah, it's interesting, though. 60% of their sales. wow. >> meanwhile, it was a happy christmas for british online fashion retailer atoff. 79.9 million pounds in december. as far as the stock was concerned, down slightly. but we get a bit ahead of the news and some taking on it. home retail sales are higher this morning. britain's biggest households retailer raised expectations. this is one unit up 2.7%, although sales home base was down 2.9% which is worse than analyst expectations for the stock, you can see. doing very well, indooet deed, up 17 pence. up over 14%. richard hertz joins us now. not bad numbers today from asos and home retail group, as well. how do you define the winners and losers from the christmas trading? >> difficult
vote and look at the sandy vote. a microcosm. what you're finding there is john boehner willing to break what is called the hastert rule, which is that to pass measures with majority democrats when they really need to be passed. i have no illusions every bill is going to go down that way. and then with the debt ceiling, same thing. i do think there's some evidence that republicans are saying, you know, in part for public image reasons but maybe in part because of good economic reasons, we can't keep whacking away at the economy like this to please our base we ha. >> it's not about the two parties necessarily shifting their philosophical positions or moving together but more of a practical decision by the house leadership to recognize the limits on what they can accomplish with the majority in the house and the limits in terms of the public support for their position. you know, one of the things, chuck, the president used the campaign to do was to try to lay out in front of the public the competing visions for approaches to economic growth and deficit reduction. he feels like he'
, mark sandy, others suggest it should be a 7% hit to gdp. so, simon, a big war of numbers, and big war of words on both sides, as we game out what happens, first with the debt ceiling, then we continue resolution, and also the sequester. simon? >> let's hope they rise above. thank you very much, steve liesman with the fiscal cliff. >>> it's been the trade of many people's lifetimes, but with the courages sill at multiyear lows. and the meeting next week, will the trade last? it's the "money in motion" section. good morning. >> good morning. good to be with you guys. what about this dollar/yen trade? obviously the dollar is substantially higher today, but monday/tuesday/wednesday, we've reversed the trend, the yen was actually higher. where do we go from here? >> i think steve's presentation is one of the reasons i'm cautious on this trade. we're within a whisker of the obvious target. i think that trade level will stall. to me i think the better trade is to take profits and go the short side. i would like to be a seller of dollar/yen at 9, if it breaks down to below 89 with a stop at 9
since 1995, disruptions to the oil and gas units by sandy and weaker than expected performance in credit. right now, carl, i have to send it back to you. >> mary thompson joining us talking ge. again, morgan stanley, the comments from sharon about ge, about margins and industrial growth, and also the dreamliner getting attention today. >> simon? >> there is a lot of back slapping here. we've got our first trade on the norwegian cruise lines. remember, the indicative price range was $16 to $18 a share, they priced above that at $19. now it's open at $25. so for those that are selling at the open there, it is a relatively small float, a huge initial profit. and this will be real good news for apollo, which is the venture capital part of the ownership structure. they basically rushed this ipo through very, very quickly, within a week, maybe ten days, in order to capture the higher valuations that you have with the likes of royal caribbean or carnival. they didn't even do a european road show. they just kept it focused on the united states. i'm told, the rumor is it was 15 times over subscri
what happens over the course of the next three to six months. between sandy and the fiscal cliff, and newton, there were so many things that could have impacted sales during that holiday season, that it will be interesting to see how the first action second quarter go. >> the site is gilt.com, that's g-i-l-t, not g-u-i-l-t. >> feels guilty. coming up, today's talks banks, boeing and more stocks on the move ahead of the opening bell. we'll check in with jamim crame at the new york stock exchange. >>> don't miss cnbc's coverage of the second inauguration of barack obama on monday morning starting at 11:00 eastern time. . they don't know it yet, but they're gonna fall in love, get married, have a couple of kids, [ children laughing ] move to the country, and live a long, happy life together where they almost never fight about money. [ dog barks ] because right after they get married, they'll find some retirement people who are paid on salary, not commission. they'll get straightforward guidance and be able to focus on other things, like each other, which isn't rocket science. it's j
by a penny earnings in the fourth quarter. the reason, fewer people taking tests because of superstorm sandy. david, back to you. >> thanks very much, mary thompson. the recent rush for dividend paths has made that space quite attractive. those straying away from the volatility in the market has found a haven in the stocks. should you be setting your money in that group. bob manages over $40 billion in assets. nice to have you here. >> thank you. >> i would imagine one threat to that portfolio is if we are in a significantly rising rate environment. if that is the case, how do you change or position what has been a strongly performing sector in the last year? >> we focus on dividend growth rather than a level of yields. that's where people have gravitated to. focusing on dividend growers, we're still finding value. our portfolio is trading to a discount, which is a benchmark. we feel there's upside potential should the economic recovery continue to gain ground. >> taxes on dividend, not that great, but does it perhaps forestall what had been hopes for willingness of u.s. corporations, say le
Search Results 0 to 20 of about 21 (some duplicates have been removed)